Financial Services Specialist
5 days ago
We are seeking a highly skilled Financial Services Specialist to join our team at Insight Global. As a key member of our Wealth Management & Investment Services department, you will be responsible for providing operational support and processing client accounts and products.
Key Responsibilities- Place and confirm open-ended mutual fund and money market trades on behalf of supported business lines and clients.
- Communicate effectively with trust administration, investment officers, trade services, and other departments as required.
- Establish and maintain strong working relationships with mutual fund representatives and service providers.
- Operate and maintain MS Access and Excel (Pivot Table and V lookups) for data analysis and reporting.
- Understand and apply regulatory and accounting principles affecting Wealth Management & Investment Services business lines and clients.
- Ability to multitask and meet established deadlines in a dynamic work environment.
- Effective customer relations, interpersonal, and verbal and written communication skills.
- Bachelor's Degree in related fields (Business or Finance) or Two Years of equivalent experience in Finance.
- Excel experience (filtering and sorting features and functions).
- Great communication, energy, and work ethic.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters.
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